
Chinese walnut kernel FOB Dalian offers rose about EUR 0.05/kg versus early November on fresh-crop availability and cautious selling. Stable harvest weather and solid Asian demand, especially for US-origin kernels, supported the firmer tone despite ample global supplies.
Walnut kernels are a minor specialty ingredient rather than a feed commodity, so the effect on feed buyers is limited. The modest price firming reflects balanced fundamentals and a larger 2026/27 Chinese crop that exporters are moving into export channels.
Not enough comparable past events yet for a historical read.
Moves of each commodity's benchmark from the last close before the event. Historical reads pool past events of the same kind; they describe what happened, not what will. Not investment advice.